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Issuer
Innovator
Inception Date
Nov 1, 2019
Leveraged
1x (No leverage)
Index Tracked
Cboe S&P 500 30% (-5% to -35%) Buffer Protect November Series Index
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$107M

Share Price Chart


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Performance

UNOV Performance Chart

Innovator U.S. Equity Ultra Buffer ETF - November (UNOV) is up 5.6% since the beginning of the year. UNOV is currently trading at $40 per share. Investors who bought $1,000 worth of UNOV shares 5 years ago would now be looking at an investment worth $1,379.


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S&P 500 Index

Returns By Period

Innovator U.S. Equity Ultra Buffer ETF - November (UNOV) has returned 5.62% so far this year and 13.21% over the past 12 months.


Innovator U.S. Equity Ultra Buffer ETF - November

1D
-0.03%
1M
1.20%
YTD
5.62%
6M
6.11%
1Y
13.21%
3Y*
9.64%
5Y*
6.64%
10Y*

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UNOV Monthly Returns History

Based on dividend-adjusted daily data since Nov 1, 2019, UNOV's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.

Historically, 69% of months were positive and 31% were negative. The best month was Apr 2026 with a return of +5.4%, while the worst month was Mar 2020 at -4.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, UNOV closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +4.2%, while the worst single day was Mar 16, 2020 at -5.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.85%-0.39%-2.51%5.43%2.15%0.14%5.62%
20251.45%-0.36%-2.99%-0.01%3.45%2.78%1.25%1.27%1.24%0.93%0.16%0.46%9.92%
20240.98%1.47%0.85%-0.27%1.51%0.68%0.48%0.69%0.52%0.50%2.47%-0.81%9.42%
20233.75%-1.27%2.04%1.31%0.66%4.16%1.45%0.18%-3.02%-2.13%4.59%1.95%14.18%
2022-1.66%-1.15%1.44%-3.78%0.05%-2.52%1.74%-0.83%-0.22%0.29%2.79%-2.36%-6.23%
2021-0.57%1.02%1.04%0.59%0.43%0.50%-0.02%0.36%-0.07%0.27%-0.59%1.42%4.45%

Benchmark Metrics

Innovator U.S. Equity Ultra Buffer ETF - November has an annualized alpha of 1.79%, beta of 0.34, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since November 01, 2019.

  • This ETF participated in 33.23% of S&P 500 Index downside but only 31.93% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.34 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
1.79%
Beta
0.34
0.79
Upside Capture
31.93%
Downside Capture
33.23%

Expense Ratio

UNOV has an expense ratio of 0.79%, placing it in the medium range.


Return for Risk

Risk / Return Rank

UNOV ranks 77 for risk / return — better than 77% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


UNOV Risk / Return Rank: 7777
Overall Rank
UNOV Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
UNOV Sortino Ratio Rank: 8282
Sortino Ratio Rank
UNOV Omega Ratio Rank: 8585
Omega Ratio Rank
UNOV Calmar Ratio Rank: 6363
Calmar Ratio Rank
UNOV Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Innovator U.S. Equity Ultra Buffer ETF - November (UNOV) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UNOVBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.34

Sortino ratioReturn per unit of downside risk

+0.64

Omega ratioGain probability vs. loss probability

1.47

1.36

+0.11

Calmar ratioReturn relative to maximum drawdown

2.93

2.71

+0.23

Martin ratioReturn relative to average drawdown

14.07

12.15

+1.91

Dividends

Dividend History


Innovator U.S. Equity Ultra Buffer ETF - November doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Innovator U.S. Equity Ultra Buffer ETF - November. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Innovator U.S. Equity Ultra Buffer ETF - November was 13.84%, occurring on Mar 20, 2020. Recovery took 85 trading sessions.

The current Innovator U.S. Equity Ultra Buffer ETF - November drawdown is 0.03%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-13.84%Mar 2020
29d4mo 4d
5mo 3dFeb 2020 - Jul 2020
2025 selloff2025
-9.10%Apr 2025
1mo 17d2mo 3d
3mo 20dFeb 2025 - Jun 2025
Bear market2022
-8.57%Nov 2022
10mo 8d6mo 24d
1y 4moDec 2021 - May 2023
2023 pullback2023
-7.35%Oct 2023
1mo 12d1mo 17d
2mo 29dSep 2023 - Dec 2023
2026 pullback2026
-4.52%Mar 2026
2mo15d
2mo 15dJan 2026 - Apr 2026

Drawdown Indicators


UNOVBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.84%

-56.78%

+42.94%

Max Drawdown (1Y)

Largest decline over 1 year

-4.52%

-9.10%

+4.58%

Max Drawdown (3Y)

Largest decline over 3 years

-9.10%

-18.90%

+9.80%

Max Drawdown (5Y)

Largest decline over 5 years

-9.10%

-25.43%

+16.33%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.03%

-1.29%

+1.26%

Average Drawdown

Average peak-to-trough decline

-1.65%

-10.72%

+9.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

2.02%

-1.08%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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